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Cesar Florido Filho

XP Advisory US, Inc.

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About Cesar Florido Filho

Cesar Florido Filho is a financial advisor at XP Advisory US, Inc. Cesar has been working in the financial industry since September 2016. Cesar is licensed in 27 states, including Florida, California, and New York. Cesar holds a Series 66, Series 24, Series 3, and Series 7 license.

Firm Information

Cesar Filho is currently registered with XP Advisory US, Inc.. XP Advisory US, Inc. is an investment advisor registered with the SEC and located in Miami, FL. The firm provides investment advisory services to corporations, individuals, pooled investment vehicles, and other investment advisors. They specialize in portfolio management and selection of other advisors, with a focus on consolidation/reporting services. The firm manages approximately $1.5 billion in assets for 484 clients.
XP Advisory US, Inc.

701 BRICKELL AVENUE

MIAMI, FL 33131

$1.53B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation/reporting services

Consolidation/reporting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under consolidation

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Cesar Filho’s Registration & Firm History

FL

07/16/2018 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 05/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2017

Series 3 - National Commodity Futures Examination

BC

Issued 09/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cesar Florido Filho. Review regulatory record here.
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